access management Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency Wed, 22 Jan 2025 10:55:43 +0000 en-US hourly 1 https://wordpress.org/?v=7.1.4 https://www.insuredmine.com/wp-content/uploads/2021/07/favicon.ico access management Archives - InsuredMine CRM | Optimize and Grow Your Insurance Agency 32 32 Disable all Restrictions https://www.insuredmine.com/knowledge-base/disable-all-restrictions/ Wed, 05 Jul 2023 15:55:14 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=21470 You can enable or disable restrictions for any module access for all agents at a time. This restriction will be available for Contact Delete, Dealcard Delete, Templates, Lead Source, Download, Checklist, Policy, Tags, Labels, and Notes   To view the enhancement: Navigate to Settings Module Click on Restrictions Move the toggle bar to enable or […]

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You can enable or disable restrictions for any module access for all agents at a time. 

This restriction will be available for Contact Delete, Dealcard Delete, Templates, Lead Source, Download, Checklist, Policy, Tags, Labels, and Notes

 

To view the enhancement:

  • Navigate to Settings Module

  • Click on Restrictions

  • Move the toggle bar to enable or disable the module access for all the agents at a time.

For example: If you disable the contact delete access button, access will get revoked for all agents and you will be notified of the change.

And if you enable the access, you will get a message saying: Contacts delete access is granted successfully to All Agents.

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]]> Restrict Pipeline Access https://www.insuredmine.com/knowledge-base/restrict-pipeline-access/ Tue, 08 Nov 2022 11:29:07 +0000 https://www.insuredmine.com/?post_type=knowledgebase&p=6296 In this article, you will learn: How to restrict the Pipeline Access? Presenting a clear and relevant view of the data to the agents helps them work efficiently. As an admin, you can restrict access to the agents and assign work modules related only to their line of business. Use Case: Suppose one of your […]

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In this article, you will learn:

Presenting a clear and relevant view of the data to the agents helps them work efficiently. As an admin, you can restrict access to the agents and assign work modules related only to their line of business.

Use Case:
Suppose one of your agents manages P&C and another one manages Life & health. You can set two separate pipelines (1) P&C for the first agent and (2) Life & Health and limit the access for P&C guy to Life and Health and vice-versa. This way their access is limited and they can focus on their line of business.

How to restrict the Pipeline Access?

  • Make sure you login as admin.
  • In the pipelines, click on the pipeline icon to edit a new pipeline as shown below:

3. Enter the details of the first three stages for creating a pipeline, selecting the pipeline category, and enabling the pipeline modules. The 4th stage is the Restrict Pipeline. In this segment, you can enable or disable pipeline access for the agents as shown below. Click save and continue. 


Edit Pipeline:

  • Navigate to the Pipeline’s module.
  • Then, select a pipeline to edit.

Step 1: Update Pipeline

  • Update the pipeline as intended.

Step 2: Pipeline Stages

Step 3: Deal Modules

Step 4: Deal Custom Data Fields

Step 5: Pipeline Access Restriction:

  • Admin can set the pipeline access restriction for the agents whoever he wants.
  • Click on Update.

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